First Capital Advisors Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $53.8K | Buy |
+1,260
| New | +$53.8K | 0.03% | 292 |
|
|
2022
Q3 | – | Sell |
-12,250
| Closed | -$480K | – | 255 |
|
|
2022
Q2 | $480K | Sell |
12,250
-7,483
| -38% | -$293K | 0.33% | 76 |
|
|
2022
Q1 | $956K | Sell |
19,733
-2,766
| -12% | -$134K | 0.63% | 39 |
|
|
2021
Q4 | $1.08M | Buy |
+22,499
| New | +$1.08M | 0.59% | 42 |
|
|
2018
Q2 | – | Sell |
-5,802
| Closed | -$304K | – | 764 |
|
|
2018
Q1 | $304K | Sell |
5,802
-49
| -0.8% | -$2.57K | 0.18% | 114 |
|
|
2017
Q4 | $355K | Buy |
+5,851
| New | +$355K | 0.22% | 116 |
|